CFP financial advisors in Wisconsin
How do I find fee-only advisors who hold the CFP in Wisconsin?
In Wisconsin, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Andrew Ish of Prepared Financial Planning LLC, Nick Ziarek of Shakespeare Wealth Management, LLC and Marie Schuett of Entirement Financial Planning.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Andrew Ish Prepared Financial Planning LLC, Milwaukee Holds the CFP, CFA and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Nick Ziarek Shakespeare Wealth Management, LLC, Pewaukee Holds the CFP, CFA and EA. Fees on file: percentage of assets.
- Marie Schuett Entirement Financial Planning, Watertown Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Alex Brusda North Star Asset Management, Neenah Holds the CFP and CFA. Fees on file: percentage of assets.
- Diane Esser Direction Financial Management, LLC, Germantown Holds the CFP and CPA. Fees on file: subscription, one-time planning fee.
- Austin Preece Preece Financial Planning, Eau Claire Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 192
- Firms
- 106
- Cities
- 44
- Hold the CFP
- 100%
- Other credentials: CFA 8% · CPA 2% · EA 3%
- How they charge (of 191 with fees on file): percentage of assets 89% · fixed fees 50% · hourly 44% · ongoing planning fee 15%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
How many fee-only advisors who hold the CFP in Wisconsin are there?
The Wellspent public graph lists 192 fee-only advisors who hold the CFP in Wisconsin, at 106 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who hold the CFP in Wisconsin located?
Of the 192 fee-only advisors who hold the CFP in Wisconsin, 32 are in Madison, followed by 26 in Milwaukee and 20 in Appleton.
How do fee-only advisors who hold the CFP in Wisconsin charge?
The most common fee among fee-only advisors who hold the CFP in Wisconsin is a percentage of assets, used by 89% of the 191 with fees on file. Many use more than one: 50% charge fixed fees and 44% charge by the hour.
How many fee-only advisors who hold the CFP in Wisconsin hold the CFP?
100% of the 192 fee-only advisors who hold the CFP in Wisconsin hold the CFP certification, based on the credentials listed on each record.
How much do fee-only financial advisors charge in Wisconsin?
Fee-only financial advisors in Wisconsin charge a median of $3,000 a year for ongoing planning. We found this across the published prices of 14 Wisconsin firms.
How much does a one-time financial plan cost in Wisconsin?
A one-time financial plan from a fee-only firm in Wisconsin has a median price of $1,900. We found this across the published prices of 13 Wisconsin firms.
How does Wellspent decide who counts as fee-only advisors who hold the CFP?
We count an advisor here when their record lists the CFP.
What should I ask fee-only advisors who hold the CFP in Wisconsin?
How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?
How current is this list of fee-only advisors who hold the CFP in Wisconsin?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 192 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brian Clarke Hourly, fee-only comprehensive planning for individuals and couples nearing retirement who are weighing what comes next. | Clarke Financial Counsel, LLC | Whitefish Bay | CFP, MBA | One-time planning fee, Hourly |
| Andrew Ish | Prepared Financial Planning LLC | Milwaukee | CFP, CFA, CPA | Percentage of assets, Ongoing planning fee |
| Austin Preece | Preece Financial Planning | Eau Claire | CFP, EA | Percentage of assets, Ongoing planning fee |
| Jared Andreoli | Simplicity Financial, LLC | Milwaukee | Certified Student Loan Professional, CFP | Flat fee or retainer, Ongoing planning fee |
| Bryan Minogue | Kardinal Financial | Madison | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Diane Esser Fee-only retirement planning and education for pre-retiree couples and Federal employees moving into the next phase of life. | Direction Financial Management, LLC | Germantown | CFP, CPA, RICP | Subscription, One-time planning fee |
| Eric Jochimsen | JBY Financial Planning | Sun Prairie | CFP | Percentage of assets, Ongoing planning fee |
| Susan Peck | Evolution Financial LLC | Madison | CFP, RLP | Percentage of assets |
| Ben Smith | Cove Financial Planning, LLC | Milwaukee | CFP, Chartered SRI Counselor | Percentage of assets, Ongoing planning fee |
| John Cress | Madison Wealth Partners, Inc. | Manitowoc | CFP | Percentage of assets |
| Katheryn Lindquist | Lindenwood Financial LLC | Madison | ABFP, AWMA, CFP, MPAS | Percentage of assets, Fixed fees |
| Kathryn Hankard | Fiscal Fitness, LLC | Verona | CFP, MS, RICP | Hourly, One-time planning fee |
| Michael Haubrich | Financial Service Group, Inc. | Mount Pleasant | CFP, CSA | Ongoing planning fee |
| Scott Wellens | Fortress Planning Group | Pewaukee | CFP | Percentage of assets |
| Chris Johnson | Jacobson & Schmitt Advisors, LLC | Middleton | CFP, CPWA | Percentage of assets, Flat fee or retainer |
| Eric Korbitz | Korbitz Financial Planning LLC | Milwaukee | BBA, CFP, CPA/PFS, MS | Hourly, One-time planning fee |
| Matt Fizell | Harmony Wealth | Madison | CFP | Ongoing planning fee |
| Nick Ziarek | Shakespeare Wealth Management, LLC | Pewaukee | CFA, CFP, BS, ChFC | Percentage of assets |
| Zach Hidden Hourly, fee-only advice for everyone from new professionals to high-net-worth families, including comprehensive and student loan planning. | Perk Planning | Milwaukee | CFP | One-time planning fee, Hourly |
| Andrew Polzin | Behl Wealth Management | Delafield | CFP | Ongoing planning fee |
| Brian Behl | Behl Wealth Management | Delafield | CFP, CRPC | Ongoing planning fee |
| Hannah Chavez | Financial Strategies Inc. | Brookfield | CFP | Percentage of assets |
| Marie Schuett | Entirement Financial Planning | Watertown | CFP, EA | Percentage of assets, Ongoing planning fee |
| Paul Borges | Borges Financial | Brookfield | CFA, CFP, MS | Hourly, Flat fee or retainer |
| Shannon Wegner | Wegner Asset Management | Middleton | CFP | Percentage of assets |
| Erik Kroll | Hilltop Financial Advisors | Wauwatosa | CFP | Percentage of assets, Hourly |
| Lisa Andrews | Perk Planning | Madison | CFP, CPCU, MBA, RICP | Hourly, One-time planning fee |
| Ryan McGuire | Oak Wealth Advisors, LLC | Madison | CFP, CPWA | Percentage of assets, Ongoing planning fee |
| Sarah Paulson | Valkyrie Finance, LLC | Appleton | CFP | Ongoing planning fee, Percentage of assets |
| Alicia Vande Ven | Walkner Condon Financial Advisors | Verona | CFP | Percentage of assets, Ongoing planning fee |
| Eric Raether | Canopy Wealth Management | Middleton | CFP | Percentage of assets |
| Evan Waltz | Walkner Condon Financial Advisors | Verona | CFP | Percentage of assets, Ongoing planning fee |
| Francisco Aguilar Puyol | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| Mark Buchanan | Canopy Wealth Management | Middleton | CFP | Percentage of assets |
| Mitchell DeWitt | Walkner Condon Financial Advisors | Verona | CFP | Percentage of assets, Ongoing planning fee |
| Nancy Metzger | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| Richard Farmer | Walkner Condon Financial Advisors | Verona | CFP | Percentage of assets, Ongoing planning fee |
| Ryan Moran | Highland Investment Advisors | Brookfield | CFP, CFA | Percentage of assets, Fixed fees |
| Kenneth Melotte | Melotte Financial Advisors | Green Bay | CFP | Percentage of assets |
| Sophia Zundel | Tower View Wealth Management | Shorewood | CFP | Percentage of assets, Hourly |
| Andrew Crone | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Andrew Froelich | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Cynthia Farnsworth | Atlatl Advisers | Madison | CFP | Percentage of assets, Hourly |
| Leonard Barry | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Megan Prochniak | Paladin Partners | Hartland | CFP | Hourly, One-time planning fee |
| Michael Macco | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Morgan Cain | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Patrick Stoa | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Ross Fedenia | Atlatl Advisers | Madison | CFP | Percentage of assets, Hourly |
| Ryan Robillard | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
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